Portfolio Expert

1 day ago

Singapore beBeeInvestment Full time $80,000 - $120,000

Job Title:VP/SVP, Portfolio Advisor, Private Banking

The role involves providing expert portfolio advice to high net worth individuals and families. As a senior banking professional, you will be responsible for managing complex investment portfolios and developing strategic plans to meet clients' financial goals.

Key responsibilities include:

  • Conducting thorough analysis of clients' financial situations and creating personalized investment strategies.
  • Managing investment portfolios, including selecting stocks, bonds, and other securities.
  • Developing and maintaining relationships with existing clients, as well as identifying new business opportunities.
  • Staying up-to-date with market trends and economic conditions to make informed investment decisions.

Requirements:

  • Minimum 8 years of experience in portfolio management or a related field.
  • Proven track record of successful portfolio management, with a strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Bachelor's degree in Finance, Economics, or a related field.

Benefits:

  • Competitive salary and bonus structure.

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